Anic Equity¶
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Total return since start: 0.689 %¶
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Equity now: -----------------------------> 51588.52 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48389.46 Kr¶
PnL: ---------------------------------------> -698.11 Kr¶
DD now: ---------------------------------> -0.685 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 13:38:03.774779'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.160000 | 3385.800000 | 205.800000 | 6.470000 | 3180.000006 |
| HMS Networks | 2 | -2.100000 | 765.600000 | 92.600000 | 13.760000 | 673.000000 |
| Nordea Bank Abp | 29 | -0.200000 | 3528.140000 | 74.140000 | 2.150000 | 3453.999992 |
| HEBA B | 70 | -0.770000 | 2702.000000 | 66.000000 | 2.500000 | 2636.000010 |
| SAAB B | 8 | -0.070000 | 3424.800000 | 47.800000 | 1.420000 | 3377.000000 |
| Fasadgruppen Group | 38 | 1.850000 | 4187.600000 | 46.600000 | 1.130000 | 4140.999992 |
| Swedbank A | 3 | 2.940000 | 608.400000 | 44.400000 | 7.870000 | 564.000000 |
| MedCap | 2 | -0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Resurs Holding | 22 | 0.650000 | 612.920000 | 38.920000 | 6.780000 | 573.999998 |
| AcadeMedia | 12 | 0.080000 | 594.960000 | 37.960000 | 6.820000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.630000 | 385.500000 | 30.500000 | 8.590000 | 355.000000 |
| Intrum | 4 | 0.850000 | 544.000000 | 17.000000 | 3.230000 | 527.000000 |
| Norva24 Group | 16 | 0.000000 | 555.200000 | 12.200000 | 2.250000 | 543.000000 |
| OEM International B | 7 | -1.660000 | 539.700000 | 11.700000 | 2.220000 | 527.999997 |
| Eastnine | 4 | -0.480000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| Karnov Group | 9 | 0.000000 | 543.600000 | 7.600000 | 1.420000 | 536.000004 |
| Creaspac SPAC | 6 | 0.000000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.880000 | 248.880000 | 2.880000 | 1.170000 | 246.000000 |
| Corem Property Group B | 59 | -0.510000 | 578.500000 | 1.500000 | 0.260000 | 576.999999 |
| Handelsbanken A | 5 | 0.690000 | 547.000000 | 1.000000 | 0.180000 | 546.000000 |
| Securitas B | 6 | -1.430000 | 570.840000 | 0.840000 | 0.150000 | 570.000000 |
| Coor Service Management Hold. | 8 | -0.150000 | 530.400000 | -1.600000 | -0.300000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -3.280000 | 557.550000 | -4.450000 | -0.790000 | 562.000005 |
| Midsona B | 63 | -3.280000 | 575.820000 | -7.180000 | -1.230000 | 582.999984 |
| Boozt | 12 | -0.510000 | 1636.800000 | -17.200000 | -1.040000 | 1653.999996 |
| Sampo Oyj SDB | 7 | -0.270000 | 3822.000000 | -28.000000 | -0.730000 | 3850.000000 |
| Essity B | 2 | -1.050000 | 544.200000 | -29.800000 | -5.190000 | 574.000000 |
| CTEK | 13 | -1.620000 | 498.290000 | -35.710000 | -6.690000 | 533.999999 |
| International Petroleum Corp. | 5 | -3.240000 | 552.000000 | -42.570000 | -7.160000 | 594.565215 |
| Essity A | 4 | -1.440000 | 1092.000000 | -57.000000 | -4.960000 | 1149.000000 |
| Vivesto | 1368 | -2.070000 | 555.960000 | -57.040000 | -9.310000 | 612.999432 |
| Beijer Electronics Group | 27 | -1.950000 | 2980.800000 | -103.200000 | -3.350000 | 3083.999994 |
| OX2 | 22 | -0.370000 | 1775.400000 | -213.600000 | -10.740000 | 1989.000002 |
| Axfood | 15 | -0.110000 | 4041.000000 | -259.000000 | -6.020000 | 4300.000005 |
| Ovzon | 64 | -2.780000 | 3360.000000 | -636.000000 | -15.920000 | 3996.000000 |
| TOTAL | 48389.460000 | -698.110000 | -0.68508% | 49087.564636 |
Updated:¶
'2023-01-31 13:38:18.045662'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
